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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,950 | $95,979-28.2% | $74,551-7.5% | $135,380-49.1% |
| Participation rate | 29.2% | 75.7%-46.5pp | 69.1%-40.0pp | 82.6%-53.5pp |
| Annual return | -7.16% | 56.97%-64.1pp | 32.53%-39.7pp | 519.81%-527.0pp |
| Employer contribution / active EE | $749 | $2,716-72.4% | $1,961-61.8% | $4,779-84.3% |
| Participant deferral / active EE | $3,060 | $3,844-20.4% | $3,108-1.5% | $5,609-45.4% |
| Admin fee / account holder | $2,665 | $6,522-59.1% | $5,059-47.3% | $10,828-75.4% |